Wealth Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wealth Group’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-25,015	Closed	-$552K	–	140
2025 Q1	$552K	Buy	25,015 +1,145	+5%	+$26.7K	0.36%	64
2024 Q4	$553K	Sell	23,870 -928	-4%	-$21.6K	0.36%	65
2024 Q3	$561K	Buy	24,798 +1,161	+5%	+$25.3K	0.38%	60
2024 Q2	$506K	Buy	23,637 +6,372	+37%	+$132K	0.36%	61
2024 Q1	$357K	Buy	+17,265	New	+$340K	0.27%	93

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wealth Group's SCHX Position: Q2 2025 in Review

Wealth Group sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2025, closing a stake of 25,015 shares — an estimated $552K sold.

Wealth Group first reported a position in SCHX in Q1 2024 and held it in 5 quarters. The position peaked at $561K in Q3 2024. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

Wealth Group reported no remaining Schwab US Large- Cap ETF position as of Q2 2025 after selling out during the quarter.
Wealth Group sold 25,015 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $552K.
Wealth Group first reported a position in Schwab US Large- Cap ETF in Q1 2024 and held it in 5 quarters.
Wealth Group's Schwab US Large- Cap ETF position peaked at $561K in Q3 2024.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.